Work with Jose
Financial Strategy SessionThe FREE (no obligation) strategy session includes:
- A quick assessment of your current financial situation
- A discussion of your most pressing financial question
- Action steps that you can take to maximize your current situation
If you’re looking for a financial advisor there’s a possibility we could be a good fit. A 30 minute session is a great way to see if I can help or simply point you in the right direction. Send an email with any questions that you have for a quick response or feel free to get in touch via phone or email to schedule a complimentary, no obligation initial interview session.